Pricing
Simple, transparent, no surprises
Pro
$15/mo
See your cash flow coming, and know exactly what to do about it.
- ✓Up to 3 institutions, each with unlimited accounts
- ✓Cash Flow Optimizer flags the exact day a bill will overdraw your checking account
- ✓Cash Flow Map: a 12-month view of which months run tight
- ✓Live projected register, 30+ days ahead, from a bank connection or a PDF statement
- ✓AI rule engine builds your budget automatically from your real transactions
- ✓1 active goal, fully coached, with month-by-month pace tracking
- ✓AI Surplus Advisor flags extra room in your budget and suggests where it could go
- ✓In-app support chat, real-time answers, no waiting on an email reply
Most Popular
Max
$25/mo
Everything in Pro, without the institution or goal limits.
- ✓Everything in Pro, plus:
- ✓Unlimited institutions and accounts
- ✓Unlimited simultaneous goals, run an emergency fund, debt payoff, and a home savings plan side by side
- ✓AI Windfall Allocator routes a bonus or tax refund across every goal you’re running
- ✓Built for households managing more than one priority at once
- ✓Early access to new features
Ultra
Coming Soon
~$50/month · pricing TBD
The most powerful AI financial advisor we can build — for users who want every feature at maximum depth.
- ○Everything in Max
- ○Investment and brokerage account tracking, positions, cost basis, and live pricing
- ○Household & partner access, plan together, split expenses
- ○Tax optimization insights
- ○Long-term retirement projection modeling
- ○More coming…
All plans include a 30-day money-back guarantee. Upgrade, downgrade, or cancel anytime. No contracts.
Frequently Asked Questions